0001606944-22-000002.txt : 20220113 0001606944-22-000002.hdr.sgml : 20220113 20220113135623 ACCESSION NUMBER: 0001606944-22-000002 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 GOLD,AARON,SPEER FINANCIAL, INC., FILED AS OF DATE: 20220113 DATE AS OF CHANGE: 20220113 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Speer Financial, Inc. CENTRAL INDEX KEY: 0001606944 IRS NUMBER: 362515109 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-00539 FILM NUMBER: 22528661 BUSINESS ADDRESS: STREET 1: 230 W. MONROE STREET STREET 2: SUITE 2630 CITY: CHICAGO STATE: IL ZIP: 60606 BUSINESS PHONE: 312-346-3700 MAIL ADDRESS: STREET 1: 230 W. MONROE STREET STREET 2: SUITE 2630 CITY: CHICAGO STATE: IL ZIP: 60606 MA-I/A 1 primary_doc.xml MA-I/A 0001606944 XXXXXXXX Daniel Forbes 3127802281 dforbes@speerfinancial.com amiceli@speerfinancial.com vdavenport@speerfinancial.com N N Aaron Speer Financial, Inc. Gold N 1 0001606944 Speer Financial, Inc. 07-09-2018 N 867-00043 LOCATED SUPERVISED 07-09-2018 230 West Monroe Street SUITE 2630 CHICAGO IL 60606 07-2018 Speer Financial, Inc. Chicago IL 60602 Y N Assistant Vice President 11-2015 06-2018 Batavia Park District Batavia IL 60510 N N Director of Finance 11-2009 11-2015 DuPage County Wheaton IL 60187 N N Financial Services Manager 06-2008 10-2009 Sikich, LLP Naperville IL 60563 N N Staff Auditor N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 01-13-2022 Daniel Dean Forbes Daniel Forbes